See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,211 | $57,990+3.8% | $76,190-21.0% | $80,856-25.5% |
| Participation rate | 77.5% | 73.7%+3.8pp | 79.3%-1.8pp | 67.6%+9.9pp |
| Annual return | 12.39% | 15.89%-3.5pp | 13.78%-1.4pp | 35.59%-23.2pp |
| Employer contribution / active EE | $6,883 | $3,565+93.1% | $4,578+50.3% | $2,755+149.9% |
| Participant deferral / active EE | $7,580 | $3,814+98.7% | $5,474+38.5% | $4,296+76.4% |
| Admin fee / account holder | $5,341 | $5,668-5.8% | $5,123+4.3% | $6,918-22.8% |